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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1676
Waycross Partners
Kentucky
$729K
CWC
1677
Carolinas Wealth Consulting
North Carolina
$728K -$36.6K -314 -5%
ATFA
1678
All Terrain Financial Advisors
Minnesota
$728K
TCM
1679
Tributary Capital Management
Nebraska
$726K +$227K +1,948 +45%
EWM
1680
Empirical Wealth Management
Washington
$725K +$35.2K +302 +5%
PPW
1681
Parcion Private Wealth
Washington
$724K
AFC
1682
AFT Forsyth & Company
Florida
$723K -$81.6K -700 -10%
ST
1683
Sabal Trust
Florida
$722K -$78.3K -672 -10%
AWM
1684
Altavista Wealth Management
North Carolina
$722K +$3.96K +34 +0.5%
HWMA
1685
Heritage Wealth Management (Arizona)
Arizona
$721K +$40.5K +347 +6%
PWMG
1686
Pinnacle Wealth Management Group
Michigan
$721K +$725K +6,219 New
CAAS
1687
Capital Asset Advisory Services
Michigan
$719K -$130K -1,111 -15%
BWM
1688
BCS Wealth Management
Tennessee
$718K
VWM
1689
Valley Wealth Managers
New Jersey
$718K +$84.2K +722 +13%
BFPW
1690
BOK Financial Private Wealth
Colorado
$718K +$95.4K +818 +15%
DS
1691
DRW Securities
Illinois
$717K +$721K +6,183 New
BAM
1692
Brave Asset Management
New Jersey
$715K -$33.2K -285 -4%
OIA
1693
Optimum Investment Advisors
Illinois
$714K -$81.6K -700 -10%
FIM
1694
Fernwood Investment Management
Massachusetts
$714K +$27.9K +239 +4%
AIP
1695
ARS Investment Partners
New York
$713K
NFC
1696
Northeast Financial Consultants
Connecticut
$713K +$3.26K +28 +0.5%
WFI
1697
West Family Investments
California
$712K +$716K +6,143 New
LSV Asset Management
1698
LSV Asset Management
Illinois
$707K -$804K -6,900 -53%
ACM
1699
Argent Capital Management
Missouri
$707K
KS
1700
Karpas Strategies
Connecticut
$707K